Ohio Joint Revocable Living Trust Template (Married Couples)
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What's Included
Attorney-style Ohio Joint Revocable Living Trust for married couples. Drafted under Ohio Rev. Code §§ 5801.01 et seq. (Ohio Trust Code). Ohio has no state estate or inheritance tax (repealed 2013). Covers co-trustee management and decision authority, incapacity trustee succession, survivor outright distribution or lifetime trust option, Ohio Transfer on Death designation coordination (ORC § 5302.22), spousal elective share rights (ORC § 2106.01), trustee powers under ORC § 5808.16, deed transfer to trust requirements (ORC § 5302.04), and pour-over will coordination. Includes Ohio-specific asset schedules, trustee certificate, and Ohio notary acknowledgment. Instant .docx download.
Who This Is For
- Residents with straightforward estates
- Individuals who want a solid will without attorney fees
- Married couples (each spouse needs their own)
- Anyone ready to get their affairs in order
NOT Appropriate For
- Business owners with complex ownership interests
- Blended families with competing inheritance claims
- Property owners in multiple states
- Taxable estates (over federal exemption)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Ohio attorney for advice specific to your situation.
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